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Disclosery

PIE INVESCO EXCH TRADED FD TR II

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DORSEY WRGT EMRG (fund)

76 managers (76 13F filers) reported a position in PIE shares at 2026-06-30, 5,770,905 shares in all. 15 filers opened a position and 4 filers sold out during the quarter.

Managers
76
13F filers
76
New
15
Added
27
Reduced
20
Sold out
4
Shares held by filers
5,770,905

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY1,304,836$43.6M<0.01%+1,052,08113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,080,260$36.1M0.01%+103,79813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN878,802$29.3M0.01%-25,39913F-HRTimelineGroup
NewSquare Capital LLC361,283$12.1M0.9%-11,88513F-HRTimeline
LPL Financial LLC294,694$9.84M<0.01%+25,10013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA264,917$8.85M<0.01%+191,89813F-HRTimelineGroup
Maltin Wealth Management, Inc.180,244$6.02M2.01%-1,18013F-HRTimeline
UBS Group AGin group UBS Group AG172,957$5.78M<0.01%+5,85713F-HRTimelineGroup
Prospera Financial Services Inc115,122$3.84M0.06%-38,46213F-HRTimeline
Wagner Wealth Management, Corp94,438$3.15M2.55%new13F-HRTimeline
Cambridge Investment Research Advisors,…81,905$2.73M0.01%+20,48813F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC75,968$2.54M<0.01%+8,31513F-HRTimelineGroup
Private Advisory Group LLC65,385$2.18M0.12%+53,29713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP59,151$1.98M<0.01%-3,18113F-HRTimelineGroup
&PARTNERS50,699$1.69M0.01%+11,46413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC43,775$1.46M<0.01%-106,22513F-HRTimelineGroup
PFG Investments, LLC40,343$1.35M0.05%+3,17213F-HRTimeline
MML INVESTORS SERVICES, LLC39,289$1.31M<0.01%+9,55613F-HRTimeline
MorganRosel Wealth Management, LLC37,894$1.27M0.43%+1,30413F-HRTimeline
Trueblood Wealth Management, LLC30,217$1.01M0.35%+77413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.29,096$972K0.01%-64513F-HRTimelineGroup
Private Advisor Group, LLC24,110$805K<0.01%+2,38013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/21,095$703K<0.01%013F-HRTimelineGroup
Del-Sette Capital Management, LLC18,387$614K0.36%-3,79313F-HRTimeline
Janney Montgomery Scott LLC18,171$607K<0.01%+4,59713F-HRTimeline
OLD MISSION CAPITAL LLC18,152$606K0.02%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP18,683$604K<0.01%+6,95113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC17,776$594K<0.01%+1,25913F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…17,600$588K<0.01%+12,09013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,321$578K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…16,995$568K<0.01%-1,49313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…16,945$566K<0.01%-25013F-HRTimelineGroup
Integrated Wealth Concepts LLC16,039$536K<0.01%new13F-HRTimeline
EP Wealth Advisors, LLC14,963$500K<0.01%-2013F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.14,000$468K0.13%-9,10013F-HRTimeline
Lunt Capital Management, Inc.13,795$461K0.17%new13F-HRTimeline
BLAIR WILLIAM & CO/IL13,350$446K<0.01%+11,55013F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT13,118$438K0.18%-15113F-HRTimeline
IHT Wealth Management, LLC12,529$418K0.01%-25913F-HRTimeline
Kingsview Wealth Management, LLC12,443$416K0.01%-6,98413F-HRTimeline
GTS SECURITIES LLC11,921$398K0.01%new13F-HRTimeline
OneDigital Investment Advisors LLC11,207$374K<0.01%013F-HRTimeline
Nicholson Wealth Management Group, LLC10,919$365K0.22%+83613F-HRTimeline
Cetera Investment Advisers10,533$352K<0.01%-1,00513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC10,044$335K<0.01%+5013F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.10,027$335K0.01%+12513F-HRTimelineGroup
Advisory Services Network, LLC9,802$327K<0.01%new13F-HRTimeline
EWA, LLC9,405$314K0.06%new13F-HRTimeline
NewEdge Advisors, LLC8,623$288K<0.01%013F-HRTimeline
Creative Planningin group Creative Planning8,003$267K<0.01%+14113F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.7,522$251K<0.01%new13F-HRTimelineGroup
DAVENPORT & Co LLC7,137$238K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,916$231K<0.01%+1,11713F-HRTimelineGroup
Institute for Wealth Management, LLC.5,766$193K0.02%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC5,678$190K<0.01%-80813F-HRTimelineGroup
UMB Bank, n.a.4,890$163K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,400$147K<0.01%+713F-HRTimelineGroup
Founders Financial Alliance, LLC2,440$81.5K0.01%+713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,800$60.1K<0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.1,168$39K<0.01%new13F-HRTimeline
Sankala Group LLC1,116$36.7K0.02%-39913F-HRTimeline
IFP Advisors, Inc790$26.4K<0.01%new13F-HRTimeline
Register Financial Advisors LLC566$18.9K0.01%+1513F-HRTimeline
Global Retirement Partners, LLC544$18.2K<0.01%13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…537$17.5K<0.01%013F-HRTimeline
Highland Investment Advisors LLC512$17.1K0.01%13F-HRTimeline
Whipplewood Advisors, LLC505$16.9K0.01%013F-HRTimeline
Qube Research & Technologies Ltd294$9.82K<0.01%-6213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.250$8.35K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO239$7.84K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC200$6.68K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.118$3.96K<0.01%013F-HRTimeline
AE Wealth Management LLC118$3.94K<0.01%-59713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC106$3.54K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC60$2K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2$67<0.01%013F-HRTimeline